The raised full-year guidance and sustained 40%+ revenue growth rate indicate accelerating marketplace adoption. Watch Q4 2026 for continued marketplace growth of ~35-36% and whether GAAP profitability can be sustained.
How the stock moved after the report
⚠ Clustered BULLISH VIEWSTOCK ABOVE ENTRY AT T+1- T+0 · Nov 3 $111.29entry
- T+1 · yesterday +2.00%α +0.35% · $113.52
- T+2 · todayOpen
- T+5 · in 5d Pending
- T+20 · in 27d Pending
- T+60 · in 3mo Pending
Price Chart
REPLAYWatch the reaction play outHow similar events traded
Executive Summary
Xometry reported Q3 2026 revenue of $252M (+40% YoY), above the $235.6M consensus, and GAAP net income of $1.9M vs a loss of $11.6M a year ago. The company raised full-year revenue growth guidance to at least 37% (from 33-34%) and guided Q4 revenue of $254-256M, signaling continued strong marketplace momentum.
Key Financial Metrics
Key Facts
- Q3 2026 revenue $252M, +40% YoY, above $235.6M consensus
- Marketplace revenue $238M, +43% YoY
- GAAP net income $1.9M vs loss of $11.6M in Q3 2025
- Adjusted EBITDA $21.4M, up from $6.1M a year ago
- Non-GAAP diluted EPS $0.28 vs $0.04 in Q3 2025
- Full-year 2026 revenue growth guidance raised to at least 37% from 33-34%
- Q4 2026 revenue guidance $254-256M, representing 32-33% YoY growth
- Marketplace Active Buyers up 20% YoY to 93,812
- Record net buyer additions of 4,255 in Q3 2026
- Cash and marketable securities $505M as of September 30, 2026
Financial Impact
Revenue beat consensus by $16.4M (7.0%). Full-year revenue growth guidance raised by at least 3 percentage points. GAAP net income turned positive for the first time in recent quarters.
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Marketplace | $238.0M | +43.0% |
| Services | $14.4M | +2.0% |
Risk Factors
- Revenue growth decelerating to 32-33% in Q4 guidance from 40% in Q3
- International segment remains Adjusted EBITDA negative (-$0.6M in Q3)
- Stock-based compensation of $11.3M in Q3 continues to pressure GAAP results
- Dependence on marketplace revenue (94% of total) creates concentration risk
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3394085 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Nov 5, 2026 today | 8-K | $110.49 | awaiting T+1 | awaiting T+1 | $109.01 (−1.34%) |
Nov 5, 2026 today | 144 | $109.01 | awaiting T+1 | awaiting T+1 | $109.01 (+0.00%) |
Nov 5, 2026 today | SC 13G/A | $111.27 | awaiting T+1 | awaiting T+1 | $109.01 (−2.03%) |
Nov 4, 2026 1d ago | Institutional Cluster | $113.52 $109.01 | ▼ −3.97% | ▲ +0.44% | $109.01 (−3.97%) |
Nov 3, 2026 2d ago | 8-K | No price | awaiting T+1 | awaiting T+1 | No price |
Nov 3, 2026 2d ago | Press Release | $111.29 $113.52 | ▲ +2.00% | ▲ +0.35% | $109.01 (−2.05%) |
Oct 20, 2026 16d ago | Press Release | $93.64 | awaiting T+1 | awaiting T+1 | $109.01 (+16.41%) |
Oct 2, 2026 4w ago | Insider Cluster | $107.70 $110.66 | ▲ +2.75% | ▲ +2.20% | $109.01 (+1.22%) |
Sep 15, 2026 7w ago | Press Release | $87.59 $93.15 | ▲ +6.35% | ▲ +6.79% | $109.01 (+24.46%) |
Sep 3, 2026 9w ago | Insider Cluster | $92.53 $92.45 | ▼ −0.09% | ▲ +0.46% | $109.01 (+17.81%) |
US Market Status
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